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379 client relationship manager jobs at 191 companies in Petaluma, CA

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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
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2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
10+ YOE10+ years financial services experience, high school diploma, FINRA Series 7 & 63 required (65/66 may be required), strong client engagement, communication, time management, problem solving, and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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3mo
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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
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2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
10+ YOE10+ years financial services experience, HS diploma, FINRA Series 7 and 63 required (65/66 may be required), proficiency with Microsoft Office, strong client communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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3mo
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Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
First Onsite
First OnsiteNASDAQ: FSV: Provides disaster restoration and property reconstruction services.
3+ YOEThree+ years in administrative or sales support; proficient with Microsoft Office and Salesforce; restoration industry experience preferred; bachelor’s degree preferred.
Microsoft Office, Salesforce
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1w
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Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yr HybridFull Time
OneDigital
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
5+ YOERequires 5–10 years in financial services, retirement plan client experience, Series 65, ERISA knowledge, strong relationship management, and proficiency with Microsoft 365, SharePoint, Zoom, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint, Zoom, Salesforce, fi360/Toolkit, CRM, AI
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2mo
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Future Opportunities: Retirement Client Relationship Manager
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto
Gusto: Cloud-based payroll and HR software for small businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
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1mo
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Client Relationship Manager - San Mateo, CA
San Mateo, California, United States
$44-$79/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Active FINRA Series 7 and 63 required; obtain Series 9 and 10 during tenure; financial services or client-facing experience; supervisory experience preferred.
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3mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
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Client Relationship Marketing Associate Director
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yr RemoteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Salesforce, Gen AI
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1mo
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
East West Bank
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
10+ YOE5+ Mgmt10+ years banking experience with 5+ years direct client relationship management, venture debt/venture lending or C&I lending preferred; credit structuring, term sheet negotiation, and legal document review; must be authorized to work in the US.
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
Accenture
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
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3mo
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JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services; proven wealth/relationship management; license requirements; college degree preferred.
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1mo
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Client Relationship Executive – Cyber Managed Services
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
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3w
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Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
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6d
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHigh school diploma or equivalent; 1 year of experience; Series 7 and 66 or Series 7, 63, and 65 licenses; SAFE Act registration; firm-approved designation; strong communication, organization, risk management, and client service skills.
Form ADV-2B
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3w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
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1w
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Aladdin Client Engagement, Front Office Relationship Manager, Vice President
San Francisco, California, United States
$148k-$195k/yr HybridFull Time
BlackRock
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
5+ YOE5+ years in financial services; portfolio management or analysis knowledge; private and public markets expertise; excellent communication, presentation, problem-solving, and client relationship skills.
Aladdin, eFront, SQL, Linux/UNIX, Python, JavaScript
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1mo
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Manager, Client Success
United States or San Francisco or Seattle or New York City or Santa Monica
$102k-$162k/yr RemoteFull Time
GoodRx
GoodRxNASDAQ: GDRX: Platform for prescription drug price comparison and healthcare discounts.
8+ YOE3+ Mgmt3+ years team lead experience, 8+ years pharmaceutical client/account management, strong communication, analytics, and relationship management; Salesforce and project management tool proficiency.
Salesforce, JIRA, TaskRay
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2d
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Wealth Relationship Manager
San Francisco or Fremont or Cupertino
$100k-$200k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship; financial sales, wealth planning, regulatory, and client relationship experience required.
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